Morgan Stanley (ms 5.85 Perp K)Preferred / convertible
13F holders, Q4 2025 (December 31)4holders
1new positions
1sold out
$24.52avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Morgan Stanley (ms 5.85 Perp K) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Whalerock Point Partners, LLC ($499K), Lanark Financial, Inc. ($283K) and PNC Financial Services Group, Inc. ($9K).
- Company
- Morgan Stanley (ms 5.85 Perp K)
- CUSIP
- 61762V606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $499K |
| Exits | 1 | $226K |
All 13F filers, Q3 2025 → Q4 2025: 20,350 shares bought and 12,566 shares sold, net +7,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Whalerock Point Partners, LLC | — | New | 20,350 | $499K |
| Lanark Financial, Inc. | — | Reduce -22.0% | 11,552 | $283K |
| PNC Financial Services Group, Inc. | — | Reduce -20.8% | 370 | $9K |
| ORG Partners LLC | — | No change | 25 | $613 |
"% of holder's portfolio" is MORGAN STANLEY (MS 5.85 PERP K)'s weight in each manager's 13F, not the share of Morgan Stanley (ms 5.85 Perp K) the manager owns.